Jason Howell Company — FAMILY Wealth Management

Who we serve

Wealth management after a liquidity event

A business sale changes the questions, not just the balance. The decisions that matter most — charitable timing, entity structure, proceeds allocation — are made in the months before the wire clears, not after. We work alongside deal counsel and your CPA through the whole arc.

What tends to be going on

The most common thing we see after a sale is a family that has been handed a much larger balance and the same advice they were getting before it. The portfolio gets rebuilt, the fee gets recalculated, and nobody addresses the fact that the underlying question has changed. It is no longer how to accumulate. It is what the money is for, who else it now involves, and what happens to it after you.

There is also a timing problem that is easy to miss from inside the deal. Most of the decisions with real leverage — whether appreciated stock goes to a donor-advised fund before the sale rather than cash after it, how the entity is structured, which state you are a resident of when it closes — stop being available the moment the transaction completes. Advice that arrives after the wire is working with what is left.

So the work starts earlier than most families expect, and it runs alongside people who are already engaged. Your deal counsel is handling the transaction. Your CPA is handling the return. Our part is making sure the financial plan, the charitable plan, and the family conversation are not the three things that get deferred until everything else is finished.

Afterward, the pattern is consistent enough to plan for: a period where the number is abstract, a period where adult children notice, and a period where the family works out what it actually wants the wealth to do. Governance is what turns that third phase into a conversation rather than a series of one-off decisions.

What we focus on here

  • 01

    The twelve to eighteen months before

    Pre-sale positioning is where charitable timing, entity structure, and residency questions still have room to move. We work these alongside your deal counsel and CPA rather than after them.

  • 02

    Concentration, honestly stated

    Before a sale, most of a family's net worth usually sits in one asset. We document how much exposure to a single outcome the household is knowingly carrying, rather than treating it as a footnote to the allocation.

  • 03

    The conversation nobody schedules

    A liquidity event is usually the point at which adult children learn the size of the number. Family governance gives that a structure — a documented narrative, a mission statement, and a meeting rhythm — instead of leaving it to an unplanned dinner.

Common questions

When should I talk to a financial advisor about selling my business?

Earlier than most people do. The decisions with the most leverage — contributing appreciated equity to a charitable vehicle, entity structure, state residency, and how proceeds will be allocated — generally have to be made before a transaction closes. Twelve to eighteen months ahead gives those options room; after the wire clears, most of them have closed.

Do you replace my CPA and my attorney after a sale?

No. Jason Howell Company coordinates with the professionals already engaged rather than displacing them. Where a family does not have an estate attorney, tax specialist, or trust professional in place, we introduce independent ones and receive no commissions or referral compensation for doing so.

What happens to the plan once the money is invested?

Investment management is one part of it. The recurring work after a liquidity event is usually governance and giving: documenting what the wealth is for, bringing adult children into the conversation on their own terms, and giving charitable intent a structure rather than leaving it as an annual decision.

This page describes how Jason Howell Company works with families in this situation. It is general information, not investment, tax, or legal advice, and it does not account for any individual circumstances.

Most families are more than one of these

That is usually the point — the situations overlap, and the decisions in one change the answers in the others.